Kafinea
All-in-one business automation and management software
Unlimited users. Fully customizable. Accessible from anywhere. Kafinea is your business new growth assistant that automates your processes, reduces your stress and saves you time… and even money. Intrigued?
The main features of Kafinea
Explore the power of our ERP through each of its interconnected apps.
The Customer Service app replaces traditional customer relationship solutions. You can not only respond to customer queries through a ticketing system but also provide them with a personalized extranet containing their quotes, invoices, warranties, service contracts, etc. You have the flexibility to choose which information appears on this customer portal.
This app retrieves all the necessary information and history from the Customer Accounts module, allowing you to respond quickly and effectively to your customer’s request.
The Finance app is a powerful accounting management tool that automates your accounting processes. This automation provides you with a real-time 360° view of your finances. No need to wait for your year-end financial statement to make the decisions that matter.
This app also includes innovative features such as semi-automatic balancing of invoices following incoming payments, digitalized accounting export, or the generation of VAT declarations in just a few clicks.
The HR app is a management interface for your employees, covering everything from their hiring to the management of their absences, including the signing of their employment contracts, tracking their training and processing their expense reports.
One of the flagship modules of this application is the Time Sheets module. Time sheets report the time spent by each employee on a specific task. They can be aggregated and automatically accounted for in a given project to calculate the HR cost and even be used for time-based billing.
The Marketing app by Kafinea is a true CRM integrated into your management software. You can manage your leads, business opportunities, and email or SMS campaigns, as well as create customized conversion funnels.
The interconnection of Kafinea apps enables powerful actions such as quickly transforming a lead into a customer account, creating a business opportunity with just one click and many more!
The Project Management app provides an overall view of ongoing projects. Its Project Tasks and Project Milestones modules allow you to assign specific tasks to individuals or groups and track the overall project progress at key dates. It is closely linked to the Human Resources app as it enables tracking the attendance, absences, and delays of participants in a project.
Thanks to the interconnection of Kafinea applications, you can create a quote, a purchase order or a customer invoice from a project with just one click.
The Purchasing app allows you to manage all your interactions with your suppliers: purchase orders, invoices, credit notes, payments, etc.
Powered by Kafinea’s automation processes, it is directly connected to the Sales application. You can perform complex operations with a single click, such as placing a supplier order based on a customer purchase order.
The Sales app allows you to manage your customers as well as your quotes, purchase orders, invoices and credit notes. These documents are highly customizable through Kafinea’s PDF designer.
You can carry out any type of sale with this application, from simple invoicing to consumption invoicing, including recurring invoicing and progressive invoicing. Electronic invoicing is seamlessly integrated natively.
The Stock Management app is a powerful logistics tool that allows you to manage your sites and storage locations, track stock movements and transfers, and handle incoming and outgoing deliveries.
With the integrated Electronic Document Management System in Kafinea, no more lost delivery receipts or shipping documents. A simple photo from a smartphone and submission via the extranet are all it takes to keep a record of all your documents.
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